Chicago Wealth Management, Inc.
Filing Date
Global Rank
#7,073
/ 8,586
▼ 128
Top Industry
Consumer Electronics
25.7%
3Y Alpha vs SPY
+7.6%
Period ended 3 months ago
Filed May 12, 2026 · 35d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+113.6%
SPY
+78.1%
Annualised alpha
+7.6%
Max drawdown
−25.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
24.0%
−14.6 pts
Top 5
75.5%
−3.1 pts
Top 10
91.9%
−0.1 pts
HHI
1,470
Diversified−624
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 67.0% | $27,343,702 |
| Technology | 12.8% | $5,216,004 |
| Consumer Cyclical | 9.7% | $3,971,815 |
| Financial Services | 9.6% | $3,909,797 |
| Industrials | 0.9% | $375,900 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +3,723 | 9,542 | $6,205,544 | |
| GLD | Spdr Gold Trust | +780 | 5,483 | $2,359,280 | |
| AVGO | Broadcom Inc. | +284 | 1,533 | $474,478 | |
| QQQ | Invesco Qqq Trust, Series 1 | +268 | 16,998 | $9,810,905 | |
| MSFT | Microsoft Corp | +99 | 1,487 | $550,442 | |
| AAPL | Apple Inc. | +10 | 13,645 | $3,462,964 | |
| AMZN | Amazon Com Inc | +2 | 3,576 | $744,773 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
4 positions ·
$5,216,004 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 13,645 | $3,462,964 | 66.39% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 4,175 | $728,120 | 13.96% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,487 | $550,442 | 10.55% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,533 | $474,478 | 9.10% |